Cameron
Corsi
Vahanian & Associates Financial Planning Inc
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About this Advisor
Cameron Corsi is a financial advisor working out of Saratoga Springs, New York, who has 3 years of industry experience. Corsi is an employee of Vahanian & Associates Financial Planning Inc. Their career trajectory has included roles at John Hancock Funds, LLC, Goldman, Sachs & Co, Royal Alliance Associates and Vahanian & Associates Financial Planning. Corsi holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts, New York and Texas. Vahanian & Associates Financial Planning Inc is a financial advisory business operating out of Saratoga Springs, NY. The firm has a total of six financial advisors. It has $167 million in assets among its 312 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 312 client accounts, 30% are associated with high-net-worth investors who have at least $1 million in investable assets. The company performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on the type of financial services provided. Fees billed by Vahanian & Associates Financial Planning Inc likely are comprised of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vahanian & Associates Financial Planning Inc Brokerage Details
$166,717,294
6
312
$534,350
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Cameron Corsi Work History
Cameron has been registered as a financial advisor for 3 years.*
Royal Alliance Associates
Vahanian & Associates Financial Planning
Goldman, Sachs & Co
John Hancock Funds, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cameron Corsi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vahanian & Associates Financial Planning Inc
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
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